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Published · transcript-backed

Ben Gilbert: evaluation

7 Sept 2021 Acquired TSMC

“We should say, 2009 was an interesting tipping point because if you’ll remember back to the 2007 introduction to the iPhone, Steve Jobs has a slide where he says their hope, their goal is to get 1% of the existing smartphone market.”

— Ben Gilbert

Source trail

Everything needed to verify it.

Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
evaluation
Recorded
7 Sept 2021
Publisher
Acquired
Episode
TSMC

Transcript context

…All are fabless. That’s a big opportunity, and guess who knows all of those people? Morris. We should say, 2009 was an interesting tipping point because if you’ll remember back to the 2007 introduction to the iPhone, Steve Jobs has a slide where he says their hope, their goal is to get 1% of the existing smartphone market. Google had no notion of how big smartphones were about to become. In 2009, I think the iPhone 4 came out. We’re starting to see a ton of different OEMs making Android phones. You’re moving into this era where everyone’s looking at each other going, oh, this might actually be the next computing paradigm. It was half of the next computing paradigm. Remember, this is when I started in VC. There were two waves that everybody was talking about.…

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